Purchases and Sales Made in Q2 2023 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-15.9K- 41.75% |
$1.45M - $1.59M
|
22.2K
$2.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.1K- 68.33% |
$1.47M - $1.61M
|
7.48K
$893K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.2K- 29.1% |
$1.47M - $1.61M
|
39.4K
$4.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-16.2K- 15.51% |
$1.48M - $1.62M
|
88.4K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.5K- 4.06% |
$1.51M - $1.65M
|
391K
$46.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-16.6K- 3.99% |
$1.52M - $1.66M
|
401K
$47.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-17.1K- 28.34% |
$1.56M - $1.71M
|
43.2K
$5.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17.2K- 62.03% |
$1.56M - $1.71M
|
10.5K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-17.3K- 41.07% |
$1.58M - $1.73M
|
24.8K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.6K- 2.66% |
$1.61M - $1.76M
|
645K
$77M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-18.1K- 39.68% |
$1.65M - $1.81M
|
27.5K
$3.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18.2K- 11.58% |
$1.66M - $1.82M
|
139K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.5K- 5.0% |
$1.68M - $1.84M
|
351K
$41.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-19.2K- 18.69% |
$1.75M - $1.92M
|
83.5K
$9.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-19.4K- 34.35% |
$1.76M - $1.93M
|
37K
$4.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-19.9K- 64.67% |
$1.81M - $1.98M
|
10.9K
$1.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-20K- 16.31% |
$1.82M - $2M
|
103K
$12.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-20.9K- 9.28% |
$1.9M - $2.08M
|
204K
$24.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 52.87% |
$1.92M - $2.1M
|
18.8K
$2.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-21.1K- 26.02% |
$1.93M - $2.11M
|
60.1K
$7.18M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-21.3K- 70.32% |
$1.94M - $2.12M
|
8.99K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-21.6K- 70.64% |
$1.96M - $2.15M
|
8.96K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-22.1K- 0.08% |
$2.02M - $2.21M
|
27.9M
$3.33B
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-22.3K- 27.45% |
$2.03M - $2.22M
|
58.8K
$7.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-22.7K- 16.3% |
$2.07M - $2.26M
|
117K
$13.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-23.3K- 4.0% |
$2.13M - $2.33M
|
559K
$66.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-23.4K- 34.71% |
$2.13M - $2.33M
|
43.9K
$5.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-25K- 6.45% |
$2.28M - $2.5M
|
363K
$43.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-25.2K- 9.34% |
$2.3M - $2.52M
|
245K
$29.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-25.6K- 16.81% |
$2.33M - $2.55M
|
127K
$15.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.4K- 42.44% |
$2.4M - $2.63M
|
35.7K
$4.27M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-27.4K- 89.64% |
$2.5M - $2.73M
|
3.17K
$378K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-27.5K- 78.82% |
$2.51M - $2.75M
|
7.4K
$884K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-28.1K- 33.16% |
$2.56M - $2.81M
|
56.7K
$6.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-28.3K- 20.74% |
$2.58M - $2.82M
|
108K
$12.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-29.9K- 31.93% |
$2.72M - $2.98M
|
63.7K
$7.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-29.9K- 6.35% |
$2.73M - $2.99M
|
441K
$52.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-31.1K- 9.71% |
$2.84M - $3.1M
|
289K
$34.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-31.4K- 21.59% |
$2.86M - $3.14M
|
114K
$13.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-34.2K- 13.37% |
$3.12M - $3.41M
|
221K
$26.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34.8K- 16.22% |
$3.17M - $3.48M
|
180K
$21.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34.8K- 82.55% |
$3.17M - $3.48M
|
7.36K
$879K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-35.6K- 7.2% |
$3.24M - $3.55M
|
459K
$54.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-35.6K- 33.99% |
$3.25M - $3.56M
|
69.2K
$8.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-35.7K- 59.92% |
$3.26M - $3.56M
|
23.9K
$2.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-37K- 39.28% |
$3.38M - $3.7M
|
57.3K
$6.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-37.5K- 1.87% |
$3.42M - $3.75M
|
1.97M
$236M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-39.2K- 19.32% |
$3.57M - $3.91M
|
164K
$19.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40.2K- 18.25% |
$3.66M - $4.01M
|
180K
$21.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-40.3K- 33.32% |
$3.67M - $4.02M
|
80.5K
$9.62M
|